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Our team

Leadership

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.


Darren Bush, CFP® ChFC® CLU® ChSNC®

Darren Bush, CFP® ChFC® CLU® ChSNC®

Executive Vice President

(410) 309-3638

Alicia Mosebrook

Alicia Mosebrook

Regional Vice President

(443) 832-1917

David K. Binns-Loveman, CFP®, RICP

David K. Binns-Loveman, CFP®, RICP

Regional Vice President

(540) 427-6727

John T. Rohe III (JT)

John T. Rohe III (JT)

Regional Vice President

(443) 832-1922

Leo Mercer

Leo Mercer

Regional Vice President

(443) 832-1955

Shannon Underwood

Shannon Underwood

Regional Vice President

(540) 427-6721

Brendan Smith, CRPC™

Brendan Smith, CRPC™

Regional Vice President

(410) 309-3614

Professionals

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Columbia, MD

Aaron Lekarz, CHFC

Aaron Lekarz, CHFC

Financial Advisor

(443) 832-1937

Aaron Shapo

Aaron Shapo

Financial Advisor

410-309-3602

Adrian Peralta

Adrian Peralta

Financial Advisor

(410) 309-3604

Alan Brennan

Alan Brennan

Financial Advisor

(410) 309-3662

Albert F. Antlitz

Albert F. Antlitz

Financial Advisor

(410) 560-1313

Alexa Fleming

Alexa Fleming

Financial Advisor

(410) 309-3600

Alexander Rice

Alexander Rice

Financial Advisor

(410) 309-3626

Alexander Thomas

Alexander Thomas

Financial Advisor

(443) 832-1941

Alexis Donovan, MBA

Alexis Donovan, MBA

Financial Advisor

(410) 309-3601

Allison Adle

Allison Adle

Financial Advisor

(410) 560-3166

Andres

Andres "Andy" Lopez

Financial Advisor

(410) 309-3623

Andrew Gordon

Andrew Gordon

Financial Advisor

(410) 309-3654

Andrew Miller

Andrew Miller

Financial Advisor

(410) 309-3753

Anne G. London, CFP®, RICP®, CPFA

Anne G. London, CFP®, RICP®, CPFA

Financial Advisor

(410) 309-3620

Benjamin Claffee, MBA

Benjamin Claffee, MBA

Financial Advisor

(410) 309-3624

Bruce Hatch Jr., CFP

Bruce Hatch Jr., CFP

Financial Advisor

(276) 628-5633

Carson Henry

Carson Henry

Financial Advisor

(410) 309-3645

Casey Domanski

Casey Domanski

Financial Advisor

(410) 309-3653

Charles Hanley, IV

Charles Hanley, IV

Financial Advisor

(410) 309-3651

Chris Mooney

Chris Mooney

Financial Advisor

(410) 309-3640

Christopher Biddison, CFP, CHFC

Christopher Biddison, CFP, CHFC

Financial Advisor

(410) 309-3663

Clay Smith

Clay Smith

Financial Advisor

(410) 309-3606

Clinton Hare

Clinton Hare

Financial Advisor

(410) 442-0118

Conner Antlitz

Conner Antlitz

Financial Advisor

(410) 560-1313

Connor Howes

Connor Howes

Financial Advisor

(410) 309-3646

Connor Rebele

Connor Rebele

Financial Advisor

(410) 309-3611

Daniel Rooner, CFP®

Daniel Rooner, CFP®

Financial Advisor

(410) 309-3635

David Baker, CFP®, ChFC, RICP, AIF

David Baker, CFP®, ChFC, RICP, AIF

Financial Advisor

(410) 309-3676

David White

David White

Financial Advisor

(410) 309-3672

Derek Boyle

Derek Boyle

Financial Advisor

(410) 309-3632

Gavin Alwine

Gavin Alwine

Financial Advisor

(410) 309-3618

Greg Salvucci, CFP®

Greg Salvucci, CFP®

Financial Advisor

(443) 832-1954

Greyson Boozer

Greyson Boozer

Financial Advisor

(443) 832-1957

Griffin Siegfried

Griffin Siegfried

Financial Advisor

(410) 309-3625

Hillel A. Goldman, MBA

Hillel A. Goldman, MBA

Financial Professional

(410) 456-5025

J. Brady Grygrowski

J. Brady Grygrowski

Financial Advisor

(410) 309-3600

James Farally

James Farally

Financial Advisor

(410) 309-3660

James McDonald

James McDonald

Financial Advisor

(248) 731-7600

James Thomas, Jr. CHFC, CLU

James Thomas, Jr. CHFC, CLU

Financial Advisor

(410) 468-1685

Jeffrey Tindall

Jeffrey Tindall

Financial Advisor

(703) 205-0366

Jeffrey M. Ring

Jeffrey M. Ring

Financial Advisor

(443) 524-1377

Jeffry Ambrose

Jeffry Ambrose

Financial Advisor

(443) 244-0780

Ken Handy

Ken Handy

Financial Advisor

(443) 832-1908

Kevin Cook, CFP®

Kevin Cook, CFP®

Financial Advisor

(443) 832-1961

Matt Cavallari

Matt Cavallari

Financial Advisor

(410) 309-3755

Matthew Misiaszek, CFP

Matthew Misiaszek, CFP

Financial Advisor

(248) 731-7600

Matthew O'Keefe, CFP

Matthew O'Keefe, CFP

Financial Advisor

(301) 801-6092

Max Shapiro, CRES

Max Shapiro, CRES

Financial Advisor

(443) 832-1953

Michael Belfiore

Michael Belfiore

Financial Advisor

(410) 309-3605

Michael Girard

Michael Girard

Financial Advisor

(410) 309-3600

Nancy Moody-Groff, CFP®

Nancy Moody-Groff, CFP®

Financial Advisor

(410) 913-1496

Noah Bergey

Noah Bergey

Financial Advisor

(410) 309-3615

Omar Jennings

Omar Jennings

Financial Advisor

(443) 832-1903

R. Steven Staley, CFP®, MBA

R. Steven Staley, CFP®, MBA

CA Insurance License #0E68222

Financial Advisor

(410) 309-3664

Robert Holland

Robert Holland

Financial Advisor

(410) 309-3681

Robert Cline, Jr.

Robert Cline, Jr.

Financial Advisor

(410) 647-3522

Roderick Armstrong

Roderick Armstrong

Financial Advisor

(410) 769-8423

Samuel Downs

Samuel Downs

Financial Advisor

(410) 309-3608

Sara Bove

Sara Bove

Financial Advisor

(410) 309-3719

Steven Hayes

Steven Hayes

Financial Advisor

(410) 544-2611

Tyler Thomas

Tyler Thomas

Financial Advisor

(410) 309-3648

Wylie Rice

Wylie Rice

Financial Advisor

(443) 832-1971

Xander Bauguess

Xander Bauguess

Financial Advisor

(410) 309-3642

Young Hwang, CFP®, CHFC, CLU

Young Hwang, CFP®, CHFC, CLU

Financial Advisor

(410) 309-3661

Lynchburg, VA

Abe Loper, MBA, EdS, CPFA

Abe Loper, MBA, EdS, CPFA

Financial Advisor

(434) 214-0078

(434) 229-2800

Colin Gardner

Colin Gardner

Financial Advisor

(434) 832-1172

Jackson English

Jackson English

Financial Advisor

(434) 832-0012

Logan Dalton

Logan Dalton

Financial Advisor

(434) 832-0012

Mark J. Hurley

Mark J. Hurley

Financial Advisor

(434) 832-0012

Maxx D. Mitchell

Maxx D. Mitchell

Financial Advisor

(434) 832-0012

Roanoke, VA

Amy Cantrell

Amy Cantrell

Financial Advisor

(540) 797-1106

Amy Force-Garrett

Amy Force-Garrett

Financial Advisor

(540) 427-6721

AnnTaylor Parcell

AnnTaylor Parcell

Financial Advisor

(540) 527-7022

Bob Hajny

Bob Hajny

Financial Advisor

(540) 427-6722

Bruce Elliott, CLU

Bruce Elliott, CLU

Financial Advisor

(540) 366-8065

Hunter Townsend

Hunter Townsend

Financial Advisor

(540) 386-5066

James Carroll

James "Jim" Carroll

Financial Advisor

(540) 427-6725

Jared Surber

Jared Surber

Financial Advisor

(276) 282-8224

John Lindsey

John Lindsey

Financial Advisor

(276) 964-6707

Justin Hart

Justin Hart

Financial Advisor

(540) 427-6721

Kellen Walthall

Kellen Walthall

Financial Advisor

(540) 527-7045

Leslee Cronise

Leslee Cronise

Financial Advisor

(540) 427-6726

Liam McBride

Liam McBride

Financial Advisor

(540) 985-4257

Lori Brown, CRPC®

Lori Brown, CRPC®

Financial Advisor

(540) 427-6721

Madelyn Brown

Madelyn Brown

Financial Advisor

(540) 685-4869

Miller Baber

Miller Baber

Financial Advisor

(540) 354-8180

Richard Taylor, Jr. CHFC

Richard Taylor, Jr. CHFC

Financial Advisor

(540) 527-7043

Ty Dunkleman

Ty Dunkleman

Financial Advisor

(540) 427-6723

Wayne Moore

Wayne Moore

Financial Advisor

(276) 732-5570

Weston S. Meyers

Weston S. Meyers, CFP® 

Financial Advisor

(540) 685-3941

Wakefield, VA

Howard Haywood

Howard Haywood

Financial Advisor

(757) 899-3222

Hunter Haywood

Hunter Haywood

Financial Professional

(757) 899-3222